IJJ icon

iShares S&P Mid-Cap 400 Value ETF

643 hedge funds and large institutions have $4.67B invested in iShares S&P Mid-Cap 400 Value ETF in 2022 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 231 increasing their positions, 206 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
643
Holders Change
-36
Holders Change %
-5.3%
% of All Funds
10.87%
Holding in Top 10
31
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-22.5%
% of All Funds
0.52%
New
47
Increased
231
Reduced
206
Closed
72
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CAM
401
Close Asset Management
United Kingdom
$353K +$353K +3,741 New
IA
402
Integrity Advisory
Kansas
$345K +$660 +7 +0.2%
WP
403
WealthSource Partners
California
$338K -$44.4K -470 -12%
MHS
404
M Holdings Securities
Oregon
$337K -$167K -1,763 -33%
RWG
405
Ratio Wealth Group
Colorado
$336K
JWCA
406
J.W. Cole Advisors
Florida
$330K -$87.9K -930 -21%
CG
407
Corundum Group
Colorado
$330K
LAS
408
LWM Advisory Services
Florida
$329K -$7.45K -79 -2%
RFA
409
Resurgent Financial Advisors
Georgia
$327K +$327K +3,465 New
TCOV
410
Trust Company of Vermont
Vermont
$323K -$4.07K -43 -1%
AWM
411
Altium Wealth Management
New York
$320K -$8.96K -95 -3%
CS
412
Capital Square
Tennessee
$318K
WFAG
413
Wescott Financial Advisory Group
Pennsylvania
$318K +$283 +3 +0.1%
VIA
414
Vickerman Investment Advisors
Washington
$315K -$11K -116 -3%
SB
415
Strategic Blueprint
Georgia
$314K +$23.1K +245 +8%
TSW
416
Thompson Siegel & Walmsley
Virginia
$314K +$224K +2,373 +250%
MBTD
417
Mechanics Bank - Trust Department
California
$309K
PCA
418
Personal Capital Advisors
California
$308K +$11.7K +124 +4%
PWW
419
Pettyjohn Wood & White
Virginia
$308K +$17K +180 +6%
MP
420
McDonald Partners
Ohio
$305K
FCFC
421
First Commonwealth Financial Corp
Pennsylvania
$302K -$25.5K -270 -8%
RCG
422
Resource Consulting Group
Florida
$300K -$436K -4,612 -59%
TW
423
Transform Wealth
Colorado
$300K
ES
424
Eagle Strategies
New York
$300K +$1.04K +11 +0.3%
DC
425
Davenport & Co
Virginia
$299K -$3.11K -33 -1%